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Steven McKay Location
Boston, MA, US
Steven McKay Work
2024 -now Head of U.S. Retirement, Insurance and College Savings @
2024 -2024 Co-Head of U.S. Retirement, Insurance and College Savings @
2023 -2024 Head of Global DCIO and Institutional Management @
2016 -2023 Head of Defined Contribution Investment Only @
2015 -2016 Vice President - Sales Manager, Large Market Defined Contribution @
2013 -2014 National Sales Manager, Defined Contribution @
2012 -2013 Regional 401-k Director @
2008 -2012 Divisional Vice President @
now Divisional Vice President @ MFS Retirement Svcs. / The Hartford Retirement Plans Group
now Senior Divisional Vice President @
Steven McKay Education
Salem State University 1986-1990
Steven McKay Skills
Series 63
Pensions
Defined Contribution
Retirement Planning
Sales
Investments
Series 6
401K Retirement Savings Plans
401k
Retirement Plan Consulting
Asset Allocation
Strategy
Financial Services
Wealth Management
Mutual Funds
Mfs
Asset Management
Separately Managed Accounts
Defined Benefit
Financial Analysis
Project Management
Trading
Retirement
Series 7
Securities
Investment Management
Strategic Planning
Portfolio Management
Management
401 Retirement Savings Plans
Steven McKay Summary
Steven McKay, based in Boston, MA, US, is currently a Head of U.S. Retirement, Insurance and College Savings at Franklin Templeton. Steven McKay brings experience from previous roles at Franklin Templeton, Putnam Investments and Empower Retirement. Steven McKay holds a 1986 - 1990 Salem State University. With a robust skill set that includes Series 63, Pensions, Defined Contribution, Retirement Planning, Sales and more. Steven McKay has 2 emails and 2 mobile phone numbers on RocketReach.
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